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Alex Wolfe, CFP®

Alex Wolfe, CFP®

Head of Financial Planning

  • Sarasota / Lakewood Ranch
  • Alex@BaseWealthManagement.com
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"Financial Freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow."

Biography

Alex is a Certified Financial Planner®. He brings over a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor’s degree in economics from Texas A&M University. He currently holds several security licenses including his series 7, 9/10, and 66. 

Alex is originally from Gillette, WY. He and his wife Madison are avid animal lovers and have five of their own. They enjoy traveling and finding local coffee roasters and shops in search of the best coffee in Florida.

Education

– Texas A&M University, Bachelor’s Degree in Economics

WHAT Alex LIKES TO HELP WITH

Budgeting

Learn practical budgeting techniques with Alex to help you build financial stability and set a solid foundation for wealth growth.

Goal Setting

Collaborate with Alex to turn your financial dreams into clear, achievable goals that match your personal aspirations.

Financial Planning

Work closely with Alex to develop a comprehensive financial plan tailored to your unique needs to help ensure a bright retirement.

Podcasts Featuring Alex

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Videos Featuring Alex

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SCHEDULE TIME WITH ME
Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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